Endorsed Sales and Operations Planning

Why Attend

In today’s rapidly evolving business environment, organizations are under pressure to align their operational and strategic goals to remain competitive. Market volatility, increased customer expectations, and advancements in technology have made Sales and Operations Planning (S&OP) an essential process for driving organizational success. A robust S&OP framework ensures alignment across sales, operations, and finance while fostering resilience and agility.

In this course, participants will gain actionable insights into the fundamentals and advanced concepts of S&OP. We will explore demand and supply planning, Master Production Scheduling (MPS), and Material Requirements Planning (MRP) as tools for bridging strategy and execution. Participants will also learn how to conduct effective S&OP meetings, measure performance using key metrics, and leverage advanced technologies like SAP IBP and AI-driven tools. This course will provide participants with the skills and knowledge to optimize their organization’s S&OP processes and drive sustainable growth.

Course Methodology  This course leverages a variety of learning tools including digital applications, gamification, case studies, exercises, and videos. Course Objectives By the end of the course, participants will be able to:

  • Apply the principles and purpose of S&OP to align operations and strategy
  • Develop demand and supply plans using data-driven techniques
  • Recognize the importance of MPS and MRP in translating plans into actionable schedules
  • Analyze supply-demand imbalances and propose solutions
  • Facilitate collaboration and conduct effective S&OP meetings
  • Evaluate S&OP performance and utilize enabling tools and technologies
Target Audience Supply chain professionals at all levels of the organization, in addition to professionals from the demand side of business (sales and marketing). In addition, this course is ideal for those seeking to complement their supply chain and logistics experience with the latest knowledge in preparation for assuming a higher position. Target Competencies
  • Analyzing demand forecasts
  • Developing supply plans
  • Executing production schedules
  • Resolving supply imbalances
  • Enhancing cross-functional collaboration
  • Evaluating S&OP performance

Foundations of S&OP

  • Define S&OP and its goals
  • Benefits of aligning operations with strategy
  • Key steps in the S&OP process
  • Common challenges in S&OP implementation
  • Role of data and technology in S&OP

Demand and Supply Planning

  • Basics of demand forecasting methods
  • Analyzing historical data and trends
  • Fundamentals of supply planning
  • Balancing supply and demand
  • Importance of forecast accuracy
  • Tools for effective planning

Translating Plans into Action: MPS and MRP

  • Master Production Scheduling (MPS): Role and process
  • Material Requirements Planning (MRP): Aligning materials with production
  • Managing inventory levels and stockouts
  • Integration of MPS and MRP with S&OP
  • Case studies of MPS and MRP in action

Resolving Supply-Demand Imbalances

  • Identifying causes of supply-demand gaps
  • Scenario planning for trade-offs
  • Risk mitigation in supply chains
  • Leveraging inventory as a buffer
  • Financial impact of imbalances
  • Strategies to manage disruptions

Cross-Functional Collaboration and S&OP Meetings

  • Importance of cross-functional collaboration in S&OP
  • Roles of sales, marketing, operations, and finance
  • Structuring effective S&OP meetings: Agenda and decision-making
  • Communication and conflict resolution
  • Building trust and accountability among teams

Performance Evaluation and Enabling Tools

  • Key S&OP metrics (e.g., forecast accuracy, inventory turns)
  • Tools for monitoring performance (e.g., dashboards)
  • Overview of S&OP technologies (SAP IBP, Oracle)
  • Role of AI and analytics in improving S&OP
  • Continuous improvement strategies for S&OP






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